Credit Writedowns
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Credit Writedowns
Goodbye to Credit Writedowns
Risks to growth and inflation helping keep long rates down
What’s your model on how real GDP grows durably?
What has changed in EM: China, Brazil, Turkey, Indonesia, Czech
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India: Let the Rupee fall and enter the currency wars
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More on risk re-pricing in 2013
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The Czech Economy That Didn’t Bounce?
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Links: 2013-06-27
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Light posting schedule
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Fed’s Lacker: Growth Sluggish, Fine with Tapering
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Links: 2013-06-25
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Emerging markets for sale
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Krugman is right about the market reaction to the Fed’s tapering
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